Jeff Li

Jeff Li is a seasoned entrepreneur and executive with extensive experience in the financial industry in the US and China, specializing in hedge fund management, asset allocations, and digital wealth management. With a successful track record of launching and growing businesses in both regions, Jeff's expertise spans various areas including operations and quantitative investment strategies. His notable roles include serving as the Chief Product Officer at Lufax Holdings, a prominent online wealth management and FinTech company affiliated with PingAn Group. At Lufax, Jeff played a pivotal role in transforming the wealth management business, developing investment product strategies, and spearheading digital wealth management solutions for retail customers. He was directly involved in launching the company's FoF, Robo-Advisory, and Cross-border investment business. Furthermore, Jeff is actively engaged in the asset management industry development in China, holding positions such as Director of China Absolute Return Association and Advisor of China Hedge Fund Research Center. He also contributes his expertise as a member of the Editorial Board of the Journal of Alternative Investment and was part of the 1st QDLP Advisory Committee at Shanghai Financial Office. Before his tenure at Lufax, Jeff co-founded and led Sycamore Investment Services, a technology-driven investment advisory firm specializing in cross-border asset allocation and alternative investment services. His entrepreneurial journey also includes co-founding OpHedge Investment Services, a leading hedge fund administrator that achieved a strategic partnership with Citco. Prior to his entrepreneurial ventures, Jeff held significant roles at renowned institutions like Goldman Sachs & Co and Long-Term Capital Management, where he honed his skills in investment strategies and quantitative analysis. Jeff's educational background is equally impressive, holding degrees in Computer Science, Electronic Engineering, Physics, and an MBA.